Did you know you can use ClickUp for agencies like mine? ClickUp has been a game changer for my business. I started using it when 1.0 was released and could not get on board and when 2.0 was released my love for this platform morphed forever.
I now use ClickUp for everything in my business including the client management side of things. You see, using ClickUp for client management has saved me so many hours in my business that I now salivate when my ops manager teaches me how to do something new.
So in this quick post I’m going to outline the best ClickUp templates for agencies that you could implement into your own business right away.
These are all what we use in my Pinterest agency and while these will continue to change over time this is what we are using at this moment.
Before we dive in you should definitely sign up for ClickUp.
We use this space for all of our client management. There are a number of important lists we have for this space but overall we keep it really simple.
In this space we have the following:
This list is all in one and we use it for onboarding our new clients with a ClickUp onboarding form. Once a client fills out the form we will begin onboarding and they will be placed in the onboarding phase.
Once onboarding is complete our operations manager will move them to active.
Once a client off-boards they will move to a closed status and remain there. Oftentimes our clients will return at a later date so keeping them in the closed status will allow us to retain information without asking for it again later. We are working through getting all of my clients into this CRM currently as I wasn’t keeping all of their tasks in my ClickUp.
This folder is made up of a list per client. We recently overhauled the single list we were using as it was making our operations manager crazy. We set this folder to be in a milestone format and the tasks are set to sync into a dashboard for our assistants so no one actually looks at individual lists.
For this to work each client needs to have tasks created, assigned and due dates applied.
Each client list will contain a strategy document and reporting sheet if the Pinterest Manager needs to go into that list they can find those.
I will say however, you can use one list for all of your clients and use phases for the process and feed those into the same dashboards. This would work just fine as we used it for years until we onboarded an operations manager.
This list is more customizable as to what you need for your team.
We have a folder for organic and a folder for ads clients. These stay separate as each client is different and needs different statuses, etc.
Of course I have a list with a single form for gathering feedback from our clients. This list never has any due dates or assignments as these just come in and we review them.
If they are something we can use on our website and marketing I will copy the task to my marketing space and my brand board.
It wouldn’t be nice for me to not mention the operations templates I’m using in the agency now would it?
I created a few lists and my operations manager also created some templates in this space.
In this space we have the following:
My favorite list in this space by far is the executive list. I was using a general 3 status list for my general tasks before my operations manager created this one and set it up with custom fields.
These tasks are not client related for the most part. They are filtered into the following categories:
Some of the tasks we have in here are approving payroll for myself, reviewing and updating our service guide, creating smart files in Honeybook, keeping up to date on our email marketing sequences and more.
Client tasks will go into the client lists unless it’s something like sending them an invoice.
This is more or less where I drop things I want to do with details on why I want to do it and what it will impact within the business. When my operations manager and I meet for goal planning we will discuss what to bring to life and the goal will move into a different list.
I found this idea online somewhere and built onto it. I honestly wish I could remember where I originally saw it so I could credit them but I have changed this list so much now that it’s not worth the effort.
This list houses everything for my brand including but not limited to:
This space is where anyone in the company can go to find links for things, guidelines for communications, marketing strategies, etc. I don’t have to change much here often as things stay the same in my business with a few changes as necessary.
I will say this is not my domain. I’m personally allergic to creating SOPs for my company so I leave this entirely up to my ops manager.
Inside here you will find a steady list of SOPs for the company including how to execute things for clients and how to do things for marketing in the business.
Again this is a list that isn’t my domain as I’m horrible about following up with people who don’t sign on the line and pay me to do work. So my operations manager set this up and we will be implementing a lead pipeline in the company in 2022 into 2023.
This list is pretty simple. We keep a team database in here with a form that a team member will fill out upon hire to help us better gather their data for 1099s, birthdays, favorites, etc. This was our operation manager’s idea and I love it.
This list also has a document attached with roles and responsibilities for team members. Eventually I foresee having a time off request form as well as a place for laws & regulations, etc. as the team grows.
When it comes to ClickUp for agencies we like to keep it simple but effective. While my ClickUp always feels like a mess ever since I hired my operations manager Morgan things have really turned around for good.
If you’re looking for ClickUp templates to use in your own business I would definitely snag our ClickUp for Pinterest Managers mini course as the frameworks are built for you. All you need to do is customize them to your business. I’m constantly adding more templates to my mini course so inside you’ll find marketing lists, social media lists, my brand board and more. I love sharing ClickUp templates with my community and if I can make your life easier I will do my best.